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Twitter Q4 2014 Preview: Potential Is There, But Time Is Running Out

Twitter (NYSE:TWTR) will report 4Q14 earnings on Thursday after the market close with a conference call to follow. The stock has been down -10% over the past three months, underperforming the -1% of the broader S&P. At 150x consensus P/E for FY15, there is considerable downside risk for multiple contraction should the operating metrics show further erosion. That said, I would be cautious heading into the…